We are live on ! Find out more
BKR icon

Baker Hughes
BKR

751 hedge funds and large institutions have $30.6B invested in Baker Hughes in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 310 increasing their positions, 268 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 268

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4% less capital invested

Capital invested by funds: $31.7B → $30.6B (-$1.14B)

1.09% less ownership

Funds ownership: 92.41% → 91.32% (-1.1%)

2% less funds holding

Funds holding: 767 → 751 (-16)

10% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 89

18% less call options, than puts

Call options by funds: $136M | Put options by funds: $165M

Holders
751
Holders Change
-16
Holders Change %
-2.09%
% of All Funds
10.82%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
80
Increased
310
Reduced
268
Closed
89
Calls
$136M
Puts
$165M
Net Calls
-$29.1M
Net Calls Change
-$45.7M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$416M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$249M
3
Millennium Management
Millennium Management
New York
+$172M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$130M
5
Dodge & Cox
Dodge & Cox
California
+$122M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$835M
2
Morgan Stanley
Morgan Stanley
New York
-$336M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$293M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$158M
5
Goldman Sachs
Goldman Sachs
New York
-$111M
Name Holding Trade Value Shares
Change 		Change in
Stake
JF
376
Jump Financial
Illinois
$1.1M +$94.8K +3,073 +10%
EF
377
Empirical Finance
Pennsylvania
$1.07M +$37.3K +1,211 +4%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$1.06M -$2.77K -90 -0.3%
Fifth Third Bancorp
379
Fifth Third Bancorp
Ohio
$1.05M -$218K -7,060 -18%
BCI
380
Brinker Capital Investments
Pennsylvania
$1.04M +$204K +6,604 +27%
OPS
381
Orion Portfolio Solutions
Nebraska
$1.04M +$204K +6,604 +27%
Commonwealth Equity Services
382
Commonwealth Equity Services
Massachusetts
$1.03M +$180K +5,839 +24%
CB
383
Commerce Bank
Missouri
$1.02M +$29.6K +959 +3%
Rockefeller Capital Management
384
Rockefeller Capital Management
New York
$1.02M +$428K +13,864 +84%
SBH
385
Segall Bryant & Hamill
Illinois
$1.01M -$8.49M -275,211 -90%
O
386
Ossiam
France
$1.01M -$383K -12,432 -29%
IMRF
387
Illinois Municipal Retirement Fund
Illinois
$987K – – –
HFM
388
Harvest Fund Management
China
$986K +$636K +20,629 +233%
Cetera Investment Advisers
389
Cetera Investment Advisers
Illinois
$984K +$283K +9,170 +45%
PAS
390
Park Avenue Securities
New York
$970K +$143K +4,636 +19%
ST
391
Sabal Trust
Florida
$964K -$1.76K -57 -0.2%
TWM
392
Trueblood Wealth Management
Ohio
$963K -$6.63K -215 -0.7%
USAA
393
United Services Automobile Association
Texas
$960K – – –
EFS
394
Econ Financial Services
Pennsylvania
$957K +$881K +28,574 New
TMAM
395
Tokio Marine Asset Management
Japan
$954K +$74.8K +2,427 +9%
MC
396
Machina Capital
France
$952K +$876K +28,415 New
CPC
397
Cookson Peirce & Co
Pennsylvania
$943K -$400K -12,984 -32%
Verition Fund Management
398
Verition Fund Management
Connecticut
$943K -$273K -8,846 -24%
SC
399
Syon Capital
California
$930K -$864K -28,019 -50%
Mercer Global Advisors
400
Mercer Global Advisors
Colorado
$914K -$299K -9,703 -26%
14 15
16
17 18

BKR Hedge Fund Activity: Q1 2024 in Review

751 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Baker Hughes (BKR) for Q1 2024, worth a combined $30.6B — down 3.6% from $31.7B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of BKR and 80 opened new positions — a net loss of 9 holders — while 268 trimmed existing stakes and 310 added.

The largest buyer was Victory Capital Management, adding an estimated $416M. The largest seller was Capital World Investors, cutting an estimated $835M.

  • 751 institutional investors held Baker Hughes (BKR) as of Q1 2024, down from 767 in Q4 2023.
  • Funds reported $30.6B of Baker Hughes stock for Q1 2024, down 3.6% quarter-over-quarter.
  • 80 funds opened new Baker Hughes positions in Q1 2024 and 89 closed out, a net change of -9 holders.
  • The largest Baker Hughes buyer in Q1 2024 was Victory Capital Management, an estimated $416M added.
  • The largest Baker Hughes seller in Q1 2024 was Capital World Investors, an estimated $835M sold.

Based on aggregated 13F filings for Q1 2024.